Haleon plc
HLN- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001900304
No open-market purchases or sales by Haleon plc insiders were filed in the last 90 days; 647 institutions reported holding it in 13F filings for Q2 2026, worth $5.52B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesHLNCF
13F holders, Q1 2023
Institutional positions in Haleon plc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 578
- +9 vs. Q4 2022
- Shares held
- 370.2M
- +33.8M (+10.1%) vs. Q4 2022
- Total value
- $3.01B
- +$322.9M (+12.0%) vs. Q4 2022
- New holders
- 73
- 144 more added
- Sold out
- 64
- 211 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 647 | $5.52B |
| Q1 2026 | 627 | $5.69B |
| Q4 2025 | 609 | $5.72B |
| Q3 2025 | 600 | $4.93B |
| Q2 2025 | 627 | $5.98B |
| Q1 2025 | 600 | $5.86B |
| Q4 2024 | 611 | $7.01B |
| Q3 2024 | 589 | $5.45B |
| Q2 2024 | 582 | $4.29B |
| Q1 2024 | 599 | $4.31B |
| Q4 2023 | 592 | $3.24B |
| Q3 2023 | 570 | $3.26B |
| Q2 2023 | 579 | $3.17B |
| Q1 2023 | 578 | $3.01B |
| Q4 2022 | 587 | $2.69B |
| Q3 2022 | 548 | $1.88B |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 25,920 | $211.0K | 0.03% | +13,848+114.7% | Added |
| Pacer Advisors, Inc. | 25,866 | $210.5K | 0.00% | +849+3.4% | Added |
| Federation des caisses Desjardins du Quebec | 24,890 | $202.6K | 0.00% | −10,629−29.9% | Reduced |
| First City Capital Management, Inc. | 22,793 | $202.2K | 0.12% | −251−1.1% | Reduced |
| Defined Wealth Management, LLC | 24,565 | $200.0K | 0.19% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24,464 | $199.1K | 0.00% | −657−2.6% | Reduced |
| Cook Wealth Management Group LLC | 21,924 | $196.0K | 0.17% | 00.0% | Unchanged |
| LVW Advisors, LLC | 24,003 | $195.4K | 0.04% | 00.0% | Unchanged |
| Sustainable Growth Advisers, LP | 23,486 | $191.2K | 0.00% | +4,917+26.5% | Added |
| Ballentine Partners, LLC | 23,442 | $190.8K | 0.00% | +343+1.5% | Added |
| Baird Financial Group, Inc. | 23,178 | $188.7K | 0.00% | −8,758−27.4% | Reduced |
| Cetera Advisors LLC | 23,021 | $187.4K | 0.00% | −1,221−5.0% | Reduced |
| Global Retirement Partners, LLC | 21,519 | $186.6K | 0.01% | +10,924+103.1% | Added |
| Ameritas Advisory Services, LLC | 22,691 | $186.6K | 0.01% | −17,901−44.1% | Reduced |
| TD Waterhouse Canada Inc. | 21,938 | $180.5K | 0.00% | −410−1.8% | Reduced |
| Level Four Advisory Services, LLC | 22,002 | $179.1K | 0.01% | −6,707−23.4% | Reduced |
| Commerce Bank | 21,941 | $178.6K | 0.00% | +4,693+27.2% | Added |
| Jump Financial, LLC | 21,837 | $177.8K | 0.01% | +21,837 | New |
| Moors & Cabot, Inc. | 21,790 | $177.4K | 0.01% | −1,439−6.2% | Reduced |
| Blair William & Co | 21,730 | $176.9K | 0.00% | −7,740−26.3% | Reduced |
| JJJ Advisors Inc. | 20,012 | $176.5K | 0.05% | +148+0.7% | Added |
| Lake Street Advisors Group, LLC | 21,628 | $176.0K | 0.01% | +6,510+43.1% | Added |
| Davenport & Co LLC | 21,355 | $173.8K | 0.00% | −1,338−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,409 | $166.1K | 0.00% | +8,378+69.6% | Added |
| LSV Asset Management | 20,400 | $166.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,161 | $164.1K | 0.01% | −5,387−21.1% | Reduced |
| Quadrant Capital Group LLC | 19,870 | $161.7K | 0.02% | −398−2.0% | Reduced |
| Blue Barn Wealth, LLC | 19,852 | $161.6K | 0.10% | −340−1.7% | Reduced |
| Quantbot Technologies LP | 19,698 | $160.3K | 0.01% | +19,698 | New |
| Legacy Capital Wealth Partners, LLC | 19,546 | $159.1K | 0.04% | +19,546 | New |
| IHT Wealth Management, LLC | 19,343 | $157.5K | 0.01% | −1,503−7.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,300 | $157.1K | 0.00% | +19,300 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 19,206 | $156.3K | 0.01% | +600+3.2% | Added |
| CAPROCK Group, Inc. | 18,367 | $150.0K | 0.01% | +6,845+59.4% | Added |
| Cornerstone Wealth Management, LLC | 18,165 | $147.9K | 0.01% | +18,165 | New |
| TD Private Client Wealth LLC | 17,929 | $145.9K | 0.01% | +4,305+31.6% | Added |
| CWM, LLC | 17,022 | $139.0K | 0.00% | +2,389+16.3% | Added |
| Gabelli Funds LLC | 17,000 | $138.4K | 0.00% | −100−0.6% | Reduced |
| Drive Wealth Management, LLC | 16,863 | $138.3K | 0.06% | −2,246−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 16,950 | $138.0K | 0.01% | −743−4.2% | Reduced |
| Boston Private Wealth LLC | 16,942 | $137.9K | 0.00% | −1,077−6.0% | Reduced |
| Axxcess Wealth Management, LLC | 16,913 | $137.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,913 | $137.7K | 0.00% | −3,155−15.7% | Reduced |
| Washington Capital Management Inc | 16,880 | $137.4K | 0.12% | −800−4.5% | Reduced |
| First Manhattan Co | 16,825 | $137.0K | 0.00% | −1,096−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 16,677 | $135.8K | 0.00% | +3,367+25.3% | Added |
| Busey Wealth Management | 16,551 | $134.7K | 0.01% | −30−0.2% | Reduced |
| Bessemer Group Inc | 16,321 | $134.0K | 0.00% | −2,093−11.4% | Reduced |
| Aull & Monroe Investment Management Corp | 16,305 | $132.7K | 0.07% | −200−1.2% | Reduced |
| HighTower Trust Services, LTA | 33,150 | $132.3K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 16,247 | $132.3K | 0.07% | −1,855−10.2% | Reduced |
| Jarislowsky, Fraser Ltd | 16,200 | $131.9K | 0.00% | −2,811−14.8% | Reduced |
| True North Advisors, LLC | 16,100 | $131.1K | 0.04% | −6,467−28.7% | Reduced |
| CWA Asset Management Group, LLC | 15,979 | $130.1K | 0.01% | +154+1.0% | Added |
| Lazard Asset Management LLC | 16,000 | $130.0K | 0.00% | −600−3.6% | Reduced |
| Logan Capital Management Inc | 15,880 | $129.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 15,833 | $128.9K | 0.00% | +4,898+44.8% | Added |
| Checchi Capital Advisers, LLC | 15,792 | $128.5K | 0.01% | −538−3.3% | Reduced |
| Mirador Capital Partners LP | 15,578 | $126.8K | 0.03% | +46+0.3% | Added |
| Investors Research Corp | 15,548 | $126.6K | 0.03% | −250−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,320 | $124.7K | 0.00% | +1,551+11.3% | Added |
| Sawtooth Solutions, LLC | 15,300 | $124.5K | 0.00% | +15,300 | New |
| Bleakley Financial Group, LLC | 15,300 | $124.5K | 0.00% | +15,300 | New |
| Flagship Harbor Advisors, LLC | 14,932 | $121.5K | 0.01% | −1,147−7.1% | Reduced |
| Pinnacle Financial Partners Inc | 14,926 | $121.5K | 0.00% | +242+1.6% | Added |
| Kestra Private Wealth Services, LLC | 14,737 | $120.0K | 0.00% | +1,940+15.2% | Added |
| Horizon Kinetics Asset Management LLC | 14,673 | $119.4K | 0.00% | −1,300−8.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,615 | $119.0K | 0.00% | −4,048−21.7% | Reduced |
| Lakeview Capital Partners, LLC | 13,528 | $118.4K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,422 | $117.4K | 0.02% | +14,422 | New |
| Advisory Services Network, LLC | 14,130 | $115.0K | 0.00% | +522+3.8% | Added |
| Wallace Advisory Group, LLC | 13,948 | $113.5K | 0.09% | −98−0.7% | Reduced |
| Flossbach Von Storch AG | 13,885 | $113.0K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 13,541 | $110.2K | 0.00% | −1,070−7.3% | Reduced |
| EverSource Wealth Advisors, LLC | 13,433 | $109.3K | 0.01% | −94−0.7% | Reduced |
| Apollon Wealth Management, LLC | 13,404 | $109.1K | 0.01% | +1,332+11.0% | Added |
| Financial Advocates Investment Management | 13,320 | $108.4K | 0.01% | +718+5.7% | Added |
| Thrivent Financial for Lutherans | 13,346 | $108.0K | 0.00% | +13,346 | New |
| HSBC Holdings PLC | 13,221 | $107.6K | 0.00% | +13,221 | New |
| CIBC World Markets Inc. | 13,041 | $106.0K | 0.00% | −2,718−17.2% | Reduced |
| Johnson Investment Counsel Inc | 13,006 | $105.9K | 0.00% | −1,679−11.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 13,000 | $105.8K | 0.03% | 00.0% | Unchanged |
| Shay Capital LLC | 13,000 | $105.8K | 0.04% | +13,000 | New |
| Thrive Wealth Management, LLC | 12,991 | $105.7K | 0.03% | +97+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 12,982 | $105.7K | 0.01% | +12,982 | New |
| Excalibur Management Corp | 12,898 | $105.0K | 0.05% | −260−2.0% | Reduced |
| Independent Advisor Alliance | 12,824 | $104.4K | 0.01% | +201+1.6% | Added |
| KG&L Capital Management,LLC | 12,761 | $103.9K | 0.05% | −275−2.1% | Reduced |
| Ridgewood Investments LLC | 12,688 | $103.3K | 0.06% | −1,403−10.0% | Reduced |
| Integrated Advisors Network LLC | 12,658 | $103.0K | 0.01% | +2,104+19.9% | Added |
| Lincoln National Corp | 12,648 | $103.0K | 0.00% | +14+0.1% | Added |
| Ballew Advisors, Inc | 12,594 | $102.9K | 0.08% | +40.0% | Added |
| Sage Rhino Capital LLC | 12,613 | $102.7K | 0.03% | +370+3.0% | Added |
| Veriti Management LLC | 12,543 | $102.1K | 0.01% | +12,543 | New |
| Old National Bancorp | 12,503 | $101.8K | 0.00% | −731−5.5% | Reduced |
| Clean Yield Group | 12,485 | $101.6K | 0.04% | −2,625−17.4% | Reduced |
| Baron Wealth Management LLC | 12,280 | $100.0K | 0.07% | +12,280 | New |
| Essex Financial Services, Inc. | 12,116 | $98.6K | 0.01% | −787−6.1% | Reduced |
| Assetmark, Inc | 11,928 | $97.1K | 0.00% | +2,634+28.3% | Added |
| Herold Advisors, Inc. | 11,898 | $96.9K | 0.03% | −75−0.6% | Reduced |